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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot’s native list segmentation has limited logic capabilities for complex behavioral criteria and struggles with calculations based on multiple product usage properties.
Here’s how to create advanced behavioral segmentation using spreadsheet logic and automated list synchronization that goes far beyond HubSpot’s basic property-based criteria.
Enable advanced behavioral segmentation with dynamic list management
Coefficient ‘s Contact List Sync functionality excels by enabling advanced behavioral segmentation logic. You can import contact data with product usage properties, apply complex scoring algorithms in spreadsheets, then automatically sync contacts to appropriate lists.
How to make it work
Step 1. Import contacts with all behavioral properties from HubSpot.
Pull contact records from HubSpot including product usage data, engagement metrics, feature adoption scores, and any custom behavioral properties you’ve created. This gives you the complete behavioral picture for each contact.
Step 2. Apply advanced segmentation logic using spreadsheet functions.
Create sophisticated behavioral scoring that combines multiple factors: =IF(AND(B2>50,C2=”Active”,D2>3),”High Value”,IF(OR(B2<10,DAYS(TODAY(),E2)>30),”At Risk”,”Standard”)). This enables multi-criteria segmentation impossible in HubSpot ‘s native lists.
Step 3. Calculate engagement scores and lifecycle predictions.
Use formulas to create composite scores based on usage frequency, feature adoption, support interactions, and time-based patterns. Build predictive models that identify expansion opportunities or churn risk based on behavioral trends.
Step 4. Create dynamic list assignments with cell references.
Use Coefficient’s dynamic filtering capabilities to reference specific cells for segmentation thresholds. This lets you adjust criteria by simply changing cell values rather than rebuilding complex formulas.
Step 5. Automatically sync contacts to lists based on calculated segments.
Use Coefficient’s Contact List operations to add or remove contacts from HubSpot lists based on your behavioral analysis. Set up scheduled syncs so list membership updates automatically as user behavior changes.
Scale beyond HubSpot’s segmentation limitations
This approach provides far more sophisticated behavioral segmentation than HubSpot’s basic property-based list criteria while maintaining automated synchronization. Start building your advanced segmentation system today.
